Wealth Aligned With Your Worth.
You don’t need more hustle. You need a plan that gives you space to breathe, and a team who sees the whole you.
You’re Not Failing. You’re Carrying Too Much.
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If you’ve ever said to yourself…
"I am overwhelmed."
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You’re juggling your career, caregiving, finances, family logistics, and the mental load of everyone’s everything. You’re strong—but exhausted. There’s no room to think clearly about your future, let alone your finances.
Let’s take some of that off your plate.
We’ll begin clearing the clutter, so you can breathe, prioritize, and move forward with confidence.
"I am not where I should be."
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You’ve done so much—but still feel like you’re behind. Behind on investing, behind on planning, behind on knowing how it all fits together. The pressure to catch up is constant.
Let’s ditch the “shoulds.”
We’ll meet you exactly where you are and develop a plan of action.
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“I’m Going Through Something.”
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Whether you’re navigating a career change, divorce, caregiving, or a new chapter—you’re carrying emotional and financial questions that don’t come with a guidebook.
You don’t have to figure it out alone.
We will help you make sense of the options, prepare for what’s next, and walk alongside you with strategy and compassion.
Intentional Wealth Starts with Intentional Choice
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The financial industry hasn’t always given you that choice.
Confusing jargon, rigid service models, high minimums, and unexplainable fees have made the path to financial clarity feel out of reach, especially for those who already carry so much.
At Forethought, we’ve reimagined the experience.
We offer a service model that lets you decide how to engage, how much support you want, and what kind of relationship fits your life. Your life isn’t one-size-fits-all, and your wealth strategy shouldn’t be either.
Choose the Path That Meets You Where You Are Â
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We believe financial strategy should reflect the complexity and beauty of your life, not force you to fit into someone else’s model. That’s why we offer four distinct ways to work with our team, so you can choose the experience that best supports you now and grows with you over time.
Financial Planning
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Clarity You Can Feel. Strategy You Can Trust.
 You’ve got goals, responsibilities, and big dreams—but no map. We help you make sense of it all and design a plan built around your values, your season of life, and your next big move.
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Investment Management
Invest With Intention, Not Just Ambition.
It’s not just about growth. It’s about alignment. Our investment approach considers your values, your goals, and your peace of mind, so your portfolio reflects the life you’re building.
Wealth Management
Your Whole Financial Life, In One Trusted Place.
Planning, investing, and ongoing support, woven together in a full-service relationship that evolves with you. For those ready to delegate, go deeper, and build a lasting legacy with confidence.
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Self-Guided Access
Empowered Tools, Flexible Support.
Would you prefer to start independently? Our digital platform offers access to financial planning tools and investment management, with guided support when you're ready.
Janet Johnson
"I feel so much stronger after taking Kim's class."
Aimee Right
"Kim's classes are so much fun, I can't wait for the next one!"
Jamie Sonet
"Kim's classes helped me build confidence."
John Block
"I've always dreaded the gym, but I look forward to every one of Kim's classes."
Bridget Blue
"I was worried I wouldn't get a great workout, but I can feel the burn!"
Angie Birman
"I never thought getting fit could be so fun! Kim is great at what she does."
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